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Apr 18, 2013
04/13
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so what qualifies as a company that can do no wrong in this environment? a couple of things. first, a company makes something with declining raw costs that it charges more for than it used to, and people have to pay that higher price because they have no alternative. and that's pretty much everything that sells at a supermarket or drugstore these days. think about it. what's the raw cost of a drug? virtually nothing. and what can they charge? virtually anything, as we see pretty much nightly these days on "mad money" when we have these execs on that talk about the huge prices they're charging. do you think celgene can't raise the price of revlimid, its breakthrough cancer drug? are you worried regeneron can't raise the price of eylea, an injectable medicine that can make you see again and requires fewer shots in the eye than the competition? i'm not that concerned. how about the toiletries? let's take head & shoulders, the terrific shampoo, not the terrifying chart pattern. the plastic bottle costs less than it used to because of the low price of natural gas courtesy of the r
so what qualifies as a company that can do no wrong in this environment? a couple of things. first, a company makes something with declining raw costs that it charges more for than it used to, and people have to pay that higher price because they have no alternative. and that's pretty much everything that sells at a supermarket or drugstore these days. think about it. what's the raw cost of a drug? virtually nothing. and what can they charge? virtually anything, as we see pretty much nightly...
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Apr 24, 2013
04/13
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see some signs in the marketplace that four or five years could lead to a little bit better pricing environment. if we can start to see movement in china, that would give us optimism that europe and which we have not had in composites in quite some time. >> are you worried about europe? >> anyone doing business in europe today is worried. we set our expectations appropriately. try to put ourself into position of being a net importer. we think we have taken appropriate actions to risk mitigate but we certainly would love to see things stabilize in europe. >> you had 34 million in ebitda? >> for the corporation? >> yeah. >> no, no, no. >> free cash flow for the year? for the first quarter? >> well, our cash flow in the first quarter would have been negative because of this time of the year. we build a lot of working capital but it's high quality working capital. it means we're doing more business with our customers. >> for the first quarter, which is seasonally your slowest. you earnings would imply a better full year if you average up the four quarters, then the full year guidance that you're pr
see some signs in the marketplace that four or five years could lead to a little bit better pricing environment. if we can start to see movement in china, that would give us optimism that europe and which we have not had in composites in quite some time. >> are you worried about europe? >> anyone doing business in europe today is worried. we set our expectations appropriately. try to put ourself into position of being a net importer. we think we have taken appropriate actions to...
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Apr 20, 2013
04/13
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if your home environment is good and peaceful and easy, your life is better and easier. >> lori's a qvc regular now -- the rare inventor with a trusted platform to launch new products and customers who tune in to see how her gadgets can help ease their daily grind. >> that enthusiasm and passion, that's my nature, and i love seeing it in others, too. >> these days, lori can get an idea produced and on the market in about three months. and it seems like any idea that helps to uncomplicate life is a potential winner. >> when we return, sub sandwich combos and a choice of hot sauces fan the flames of combos and a choice of hot sauces fan the flames of firehouse subs -- next. >> firefighters don't typically make a lot of money. some take on second jobs to help make ends meet. brothers chris and robin sorensen did that for years before deciding to turn passion for cooking into a full-time business. it took a while to get things going, but now these two are on a roll, creating bigger and better sandwiches. >> welcome to firehouse. >> when we opened, something natural that just happened, that
if your home environment is good and peaceful and easy, your life is better and easier. >> lori's a qvc regular now -- the rare inventor with a trusted platform to launch new products and customers who tune in to see how her gadgets can help ease their daily grind. >> that enthusiasm and passion, that's my nature, and i love seeing it in others, too. >> these days, lori can get an idea produced and on the market in about three months. and it seems like any idea that helps to...
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Apr 22, 2013
04/13
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revenue environment. not every balance sheet is going to execute equally in this environment. you've got some opportunities for -- >> what it means is the fed is going to stay the course on quantitative easing, basically. >> i think that is very clear. >> greg, tell us about this new study you're out with today. >> we found three in four americans say they are not more inclined to invest in the stock market now given the fact that interest rates are at record lows and the stock market's recently hit highs. that's the same as we found a year ago. now, a year ago, you know, in the past year interest rates have come down further. the market's gone up more. yet people are not swaying. >> what's their big fear? that they've missed it already? they're afraid it's too high? they're going to pick moment? is there too many risk? what's the big fear? >> some of each. quite frankly the memories of 2008 are very fresh. a lot of people, 2008 wasn't the first time they'd been burned. they got burned in the tech bust. b
revenue environment. not every balance sheet is going to execute equally in this environment. you've got some opportunities for -- >> what it means is the fed is going to stay the course on quantitative easing, basically. >> i think that is very clear. >> greg, tell us about this new study you're out with today. >> we found three in four americans say they are not more inclined to invest in the stock market now given the fact that interest rates are at record lows and...
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Apr 24, 2013
04/13
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are these countries conscious of what is being done to the environment? >> well, they r. i know from my close contact with people in the chinese government, for example, but they've had some bigger fish to fry in many of these emerging markets. firstly, feeding their people. so as that starts to happen and you get on with mazlov's hierarchy of needs, foods, clothing, shelter, they turn immediately onto the environments. so i'm noticing a big conscience out there. but they have government's limited resources. >> let's talk about the quarter. because when you came on last time, you said, "what keeps me up at night is germany. it was 60% of our province now." in your conference call, i'm pointing it out because you make the point, you were unhappy with germany, this turned out to create sleepless nights. >> more specifically, i was used to be worried about germany in the mid-'90s when they were 60% of our profits. i outlined on our conference call this morning, we have 15 markets na are the drivers of our business right now. so just like many of the portfolio managers, you c
are these countries conscious of what is being done to the environment? >> well, they r. i know from my close contact with people in the chinese government, for example, but they've had some bigger fish to fry in many of these emerging markets. firstly, feeding their people. so as that starts to happen and you get on with mazlov's hierarchy of needs, foods, clothing, shelter, they turn immediately onto the environments. so i'm noticing a big conscience out there. but they have...
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Apr 19, 2013
04/13
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but it's springtime in philadelphia and now a new species has been introduced into his environment. "mad money's" back to school tour returns april 25th. >> boo-yah! >>> lately i've been hearing a lot of talk about how housing can't save the economy. that it's not big enough. that it can't do much to move the needle. i hear the same thing about the oil and gas business. that no matter how much we find, it doesn't put that much to work. and the trade-off of increased use of fossil fuels just isn't worth it. let me see, how can i be polite and diplomatic about all these pessimistic judgments? they're lies. lies keeping the federal government from helping the cause of job creation instead of hindering it. you say housing isn't big enough? we know from retailers and bankers and homeowners, that the $1 towards the purchase of a house can produce another $6 in spending. fix up the yard, make it bigger, gussy up inside. instead, the government's indecision has made it very difficult to get a mortgage, which has kept housing from breaking out to the levels anywhere near where it used to be.
but it's springtime in philadelphia and now a new species has been introduced into his environment. "mad money's" back to school tour returns april 25th. >> boo-yah! >>> lately i've been hearing a lot of talk about how housing can't save the economy. that it's not big enough. that it can't do much to move the needle. i hear the same thing about the oil and gas business. that no matter how much we find, it doesn't put that much to work. and the trade-off of increased use...
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Apr 23, 2013
04/13
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company growing the total addressable market improving profitability and it improves the competitive environment even more. i think you have a great, virtuous cycle that's kicking in. >> that cuts to the fundamental question about netflix whether it's growing fast enough to pay for the international expansion and to pay for the content bills that it's rack up. >> if you look in detail at these figures who which you have to still, the loss overseas is $77 million and the negative free cash flow is 42 million, tony. >> there are a couple of things that have gone on in this quarter. one, we do see these improvements in the use of accounts payable which in the cash flow and the u.s. streaming business scale better which should provide more cash flow and the dvd business is not declining as fast and these guys are managing the business pretty well. if i can on the international, it's down, but not down as much assy we expected and the way to think about that is maybe these international markets are getting to profitability sooner than expected and it may not be as big of a drag as people thought goin
company growing the total addressable market improving profitability and it improves the competitive environment even more. i think you have a great, virtuous cycle that's kicking in. >> that cuts to the fundamental question about netflix whether it's growing fast enough to pay for the international expansion and to pay for the content bills that it's rack up. >> if you look in detail at these figures who which you have to still, the loss overseas is $77 million and the negative...
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Apr 17, 2013
04/13
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especially in this environment. why don't we go to bruno in florida? bruno. >> caller: jimmy! big boo-yah to ya! >> hey, sunshine, what's shaking? >> caller: not much, man. my stock is arine technology. unfortunately, i got it when the company went public on the ipo day. what do you think about this? >> i was surprised the stock didn't act better, given how many ipo positive initiations there were today. i think the stock is a buy. i like that kind of programmatic advertising business for the web. i think you trade this thing up to 16, 17. i think you've got some room to run. all right. lots of ipos on the horizon. you know i'm liking this black hawk and seaworld. remember, not to chase in the after market, but slow and steady safeway is a good alternative if you can't get into black hawk. and you know what, fairway, real good produce. don't go anywhere. "lightning round" is coming up next. >>> it is time! it is time for the "lightning round" on cramer's "mad money." my staff prepares the graphics. when you hear this sound, the lightning round is over. are you ready, skedaddy?
especially in this environment. why don't we go to bruno in florida? bruno. >> caller: jimmy! big boo-yah to ya! >> hey, sunshine, what's shaking? >> caller: not much, man. my stock is arine technology. unfortunately, i got it when the company went public on the ipo day. what do you think about this? >> i was surprised the stock didn't act better, given how many ipo positive initiations there were today. i think the stock is a buy. i like that kind of programmatic...
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Apr 24, 2013
04/13
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it's been a different environment. >> chief investment strategist at blackrock. i heard you got a table near a waiter the other day, is that true? >> they've moved me aly bit away from the men's room. that's an improvement. >> that's good. i think we're 1% off the highs again, russ. would you call last week, all these people that wrote in and said, kernan, see the correction. we got what was it? 2.5% correction. that doesn't count as a correction. it's another blip, still going up. >> it was a blip. again, that doesn't mean we're not going to see a more significant correction. >> i know. >> you're right. the reality is there's a lot of money coming into the markets. it's so far been very u.s.-focused. if you look at the rally, looks very different from the united states than it does from anywhere else. but at least in this country, there's still a lot of money coming off the sidelines and so far, none of the issues whether they've been economic or in europe have been enough to disrupt those flows. >> my only point was you take 2,000 points and if you've got peopl
it's been a different environment. >> chief investment strategist at blackrock. i heard you got a table near a waiter the other day, is that true? >> they've moved me aly bit away from the men's room. that's an improvement. >> that's good. i think we're 1% off the highs again, russ. would you call last week, all these people that wrote in and said, kernan, see the correction. we got what was it? 2.5% correction. that doesn't count as a correction. it's another blip, still...
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Apr 24, 2013
04/13
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remember, the stocks that are consistently working in this environment belong to companies that benefit from moderating commodity costs and can continue to raise or at least maintain prices on their customers. meanwhile, the company is doing very well. kimberly-clark just reported on friday and they delivered a three cent earnings beat on $1.33 basis courtesy of solid organic sales, terrific growth and improving margins. plus the company also raised its guidance for the full year and on top of that, kimberly-clark pays a healthy dividend which yields 3%, and they have been a serial increaser. can this stock keep outperforming like it's been doing despite the fact that many analysts don't think it can? let's talk to tom faulk chairman and ceo to hear more about the quarter and what comes next. mr. faulk, welcome to "mad money." >> boo-yah, jim. how is it going? >> going really well. thank you, tom. great to have you on the show. >> jim, let me tell you, your set has never looked better. you've got the finest products in the world there, and we hope you love the "mad money" kleenex. we ma
remember, the stocks that are consistently working in this environment belong to companies that benefit from moderating commodity costs and can continue to raise or at least maintain prices on their customers. meanwhile, the company is doing very well. kimberly-clark just reported on friday and they delivered a three cent earnings beat on $1.33 basis courtesy of solid organic sales, terrific growth and improving margins. plus the company also raised its guidance for the full year and on top of...
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Apr 22, 2013
04/13
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we're helping the environment. there have been studies where our emissions have gone down. hard partly because of the slowdown and partly because year starting to use natural gas. >> i think he would be a great acquisition to your team. >> i'm ready. >> carl, back to you. >> before you go, i know you've got some pictures to share with us. a lot of people may not realize just what kind of weather the midwest got over the past week. >> i'll tell you what, the first two pictures, folks, the santellis at 5:30 in the morning, my wife and i made it through the first two pictures. we call it dead man's curve. it's right down the street from my house. see the problem is, certain suburbs had five inches, other suburbs had eight inches between wednesday and thursday. many suburbs had over ten inches of rain. and the problem in my uncorporated area of having 35 miles west of the city, very rural, wasn't my house. we planned. you know, we had backups. i have sump pumps that can probably empty lake michigan in an hour, okay? the problem is it's the arteries to go places. couldn't go any
we're helping the environment. there have been studies where our emissions have gone down. hard partly because of the slowdown and partly because year starting to use natural gas. >> i think he would be a great acquisition to your team. >> i'm ready. >> carl, back to you. >> before you go, i know you've got some pictures to share with us. a lot of people may not realize just what kind of weather the midwest got over the past week. >> i'll tell you what, the first...
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Apr 18, 2013
04/13
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with the -- we have the best capital markets, i think we need to make sure it fosters an environment where we can have small, medium and large banks, where we can have community banks that thrive, regional banks that tlooip thrive and large global banks. incidentally, andrew, if you look at the largest 50 banks, only about a half dozen are u.s. banks and incidentally, of the top 20 or 25 banks, our largest is number ten. so in terms of the size of our banks vis-a-vis our overall economy, much smaller than our international fears. >> but what about the idea that it's not just the banks. it's the financial companies, the insurance companies -- >> in addition to banks, we do have insurance companies in the financial services forum. >> there have been a lot of questions raised about all the regulations that were dropped on the banks when some of these other companies, like aig, for example, they were a huge problem and they're not going to be regulated in quite the same way. there's talk about cracking down on the insurer, as well. >> in the case of the nonbank, the group that was create
with the -- we have the best capital markets, i think we need to make sure it fosters an environment where we can have small, medium and large banks, where we can have community banks that thrive, regional banks that tlooip thrive and large global banks. incidentally, andrew, if you look at the largest 50 banks, only about a half dozen are u.s. banks and incidentally, of the top 20 or 25 banks, our largest is number ten. so in terms of the size of our banks vis-a-vis our overall economy, much...